Helping you with tax compliance and estate, inheritance and divorce planning
Trusts are coming under increasing scrutiny internationally with the legislative world constantly changing. Trusts are still however an integral tool in tax planning.
We help our individual clients with their estate, inheritance, and divorce planning. We also help trustees ensure tax compliance in line with their fiduciary obligations.
Areas we cover
Wealth, estate, and inheritance tax planning
Trust structuring for trusts with US connected settlors, beneficiaries, and assets
Trust tax compliance for US connected settlors, beneficiaries, and assets
Dual status divorce planning for asset separation
Complex trust structures and reporting
Structure for ownership of US situs assets as a non-American
US federal and state estate and gift tax planning and reporting
Our approach
Trusts are often overlooked and seen as ringfenced from an individual. Often this is not the case, and we utilize our expertise to ensure that a trust is achieving its objective.
The world of estate planning is ever changing and whilst planning is put in place with the aim of longevity, it needs to be proactively managed to ensure maximum efficiency.
We regularly review our clients’ estate plans against current tax legislation and the individual’s personal circumstances to ensure pitfalls and opportunities are not overlooked.
Who we help
When it comes to estate tax planning it is imperative that accountants work closely with other advisors, typically lawyers, trustees, and financial advisors, to ensure all advisors are working as effectively as possible in tandem.
We work closely with trustees, settlors, and beneficiaries who have a US or UK nexus.
DOUGLAS HORTON"When all is lost, ask the IRS – they'll find something"
Ready to turn complexity into clarity?
We’re here to help you make informed decisions, with confidence.